Lifestyles Client Feature: Vanessa Berg

A business blooms in Alaska… Seven years ago, when Vanessa Berg’s daughter was getting ready for a September wedding, they had their hearts set on peony flowers to be the floral theme.  They soon realized that this specific flower could not be found easily during the fall since typical blooming season ends in the summer. […]

Safe Withdrawal Rates

Safe Withdrawal Rates Withdrawing the right amount of money from savings and retirement accounts is one of the most important retirement planning criteria that needs to be addressed. Take too much and you break your piggy bank. Take too little and you leave some lifestyle opportunities on the table. You need to get as close […]

Lemon Pie Bars

Lemon Pie Bars Crust: 1c butter ½ c powdered sugar 2 c flour Mix and press into lightly greased 9×13 pan. Bake at 350 for 15 minutes. Filling: 4 beaten eggs w/ ¼ tsp salt 2 c sugar ½ c flour 4-6 Tbsp lemon juice (to taste) Mix together and pour over baked crust. Bake […]

Tax Law Highlights & Changes

There are many changes, but these are some that will apply to the majority of our clients… Income tax brackets for individual taxpayers are 10%, 12%, 22%, 24%, 32%, and 37%. Old law the brackets were 10%, 15%, 25%, 28%, 33%, 35%, and 39.6%. Standard deductions have almost doubled. 2018 it is $24,000 for married. […]

Apple Dumplings – Fall Recipe!

Fall Recipe! Apple Dumplings Thanks to Bonnie from our accounting department, we’re reminded of some supermarket shortcuts that when popped in the oven, fill the house with the fragrance of fall! A splurge with apples and an unexpected ingredient makes this fun and family-friendly recipe a real crowd pleaser! Sure, there are a few calories […]

Multop’s Featured Client – May 2018

Multop’s Featured Client Chris Pomeroy – Firefighter & Avid Outdoorsman Growing up on a dairy farm in Custer, WA, Chris had every intention of following in his father’s footsteps to become a dairy farmer. However, that all changed at the age of 17 after he witnessed a neighbor’s devastating house fire. Despite the best efforts […]

Simplify Your Bookkeeping!

Do you use QuickBooks? Do you find yourself asking, “Is there an easier way to do this?” or “Why don’t my year-end statements come out right?” I can help! My name is Lisa and I’ve been a bookkeeper for 19 years. As part of the Multop Financial accounting department, I can offer my expertise as a Quickbooks Pro […]

Debunking Annuity Myths and Misconceptions

Be our Guest! Multop Financial’s Educational Series Continues… Featuring senior managing officers from several of the largest and most recognized financial companies in the country. Friday, June 8th, 2018 – Bellingham Golf & Country Club Breakfast served at 8:30 am | Program begins at 9 am | Event concludes at 10:30 am Click Here to […]

Pay the doctor & save tax, too!

Memo from our Tax & Financial Planning Departments: Healthcare is costly, and on the rise! In 2017, couples spent on average $275,000 for medical expenses during retirement. Costs are only expected to rise in the future with inflationary cost contributing to that increase. Have you considered opening a tax advantage Health Savings Account to invest […]